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    • Advicent | Refining your high-net-worth strategy - Duration: 3 minutes, 10 seconds.

      • 4 months ago
      • 57 views
      As the financial services landscape only grows more competitive, how can advisors ensure they are obtaining the largest share of wallet possible from their most affluent clients? In this video, Zac...
    • Advicent | Technology with a financial impact - Duration: 112 seconds.

      • 9 months ago
      • 78 views
      Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide, including five of the top seven custodians, 12 of the top...
    • Advicent | NaviPlan quickstart: The five-minute retirement report - Duration: 5 minutes, 51 seconds.

      • 1 year ago
      • 1,813 views
      As the industry’s most powerful and flexible financial planning application, the NaviPlan® financial planning software allows you to accommodate all client needs, from simple to sophisticated. Nav...
    • Advicent | Enterprise software implementation - Duration: 3 minutes, 12 seconds.

      • 1 year ago
      • 129 views
      Advicent has decades of experience with enterprise software implementation and is continuously enahncing our offerings to ensure firms can provide the best possible digital client experience. In th...
    • Advicent Innovation Summit Toronto 2016 - Duration: 3 minutes, 11 seconds.

      • 1 year ago
      • 224 views
      The Advicent Innovation Summit Toronto provided attendees with insight on the evolution of advice delivery in the financial planning industry. This knowledge will empower financial services profess...
    • Advicent | The Department of Labor fiduciary rule - Duration: 2 minutes, 11 seconds.

      • 2 years ago
      • 967 views
      Advicent and the Department of Labor fiduciary rule

      The DOL fiduciary rule gets to the core issue for investors: trust. Trust remains one of the biggest reasons investors pick their advisor. Thus,...
    • Advicent Innovation Summit London 2016 - Duration: 4 minutes, 2 seconds.

      • 2 years ago
      • 366 views
      Advicent Innovation Summit London 2016

      Pension freedom has brought new challenges to the world of client retention. Educating your client base on their options, offering guidance in financial deci...
    • Advicent Innovation Summit Chicago 2015 – bringing professionals together - Duration: 112 seconds.

      • 2 years ago
      • 162 views
      Advicent Innovation Summit Chicago 2015 – bringing professionals together

      Check out highlights from our Advicent Innovation Summit 2015 in Chicago!

      Advicent website: http://www.advicentsolutions....
    • Advicent Innovation Summit Chicago 2015 – highlights - Duration: 2 minutes, 1 second.

      • 2 years ago
      • 342 views
      Advicent Innovation Summit Chicago 2015 – highlights

      Check out highlights from our first Advicent Innovation Summit in Chicago. Attendees discovered the business models of robo-advice players, whi...
    • Advicent careers – join our team! - Duration: 4 minutes, 9 seconds.

      • 3 years ago
      • 1,680 views
      Advicent careers – join our team!

      Do you want to work with other talented, performance-driven individuals? Do you thrive in a company culture that's innovative, fast-paced and fun? Are you looking...
    • Advicent – the importance of client communication in financial planning - Duration: 61 seconds.

      • 3 years ago
      • 5,553 views
      Advicent – the importance of client communication in financial planning

      The adoption of content marketing continues to experience year-over-year growth, and it has proven to be a successful means ...
    • Advicent - FinTech for the complete client journey - Duration: 111 seconds.

      • 4 years ago
      • 4,941 views
      Advicent - FinTech for the complete client journey

      Although the name Advicent has only been around since December 2013, there are decades of financial planning technology experience behind our pro...
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